Nvidia's $33.7B Volume Ranks Second as AI and Tech Rotation Fuel 3.49% Surge

Nvidia (NVDA) surged 3.49% on Sept. 18, 2025, with a trading volume of $33.7 billion, ranking second in market activity. The stock's performance was driven by renewed investor focus on its AI infrastructure solutions and supply chain dynamics amid seasonal demand cycles. Analysts noted that the surge aligned with broader market rotation into high-growth tech sectors, though short-term volatility remained tied to macroeconomic data releases.

Recent developments highlighted Nvidia's strategic positioning in AI-driven enterprise solutions, with clients expanding deployments across healthcare and autonomous systems. Supply chain optimizations and production capacity upgrades at key manufacturing partners were cited as factors reinforcing market confidence in sustained revenue visibility. However, market participants emphasized that near-term momentum remained contingent on quarterly earnings guidance and global regulatory developments.

A back-test of a volume-based trading strategy from 2022-01-03 to 2025-09-18 showed the following parameters: the universe included U.S.-listed stocks and ETFs, with positions equally weighted across the top 500 names by daily dollar volume. Entry/exit points were set for next-day open/close, with no transaction costs assumed. The test period encompassed 1,000 trading days, and results will be presented as profit-and-loss statistics and equity curves upon final data validation.